Timothy Yurek
Timothy Yurek is a registered investment advisor at Jacobi Capital Management, LLC, based in Pittston, PA, with 16 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,853 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jacobi Capital Management's investment advisory services are offered for an annual fee based on a percentage of the assets they manage. The annual fee is negotiable.
The fees are:
- $100,000 to $1,000,000: Fees up to 1.5% per year
- $1,000,001 to $5,000,000: Fees up to 1.25% per year
- Over $5,000,000: Fees up to 1.00% per year
Location
154 Enterprise Way, Pittston, PA, 18640
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is an independent insurance agent selling various insurance products since 2003, including life, health, and annuity products. He also provides financial advice through Jacobi Capital Management, LLC, dedicating about half his time, and is setting up a captive leasing company, LUC Finance, spending about 10-20% of his time.
Employment History
Current Registrations
Jacobi Capital Management, LLC
State Registrations1 state
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